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The Process Builder is a workflow tool that helps you easily automate your business processes by providing a powerful and user-friendly graphical representation of your process as you build it.

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Remove Components (Process builder) From Managed released package

I have a situation. One of Our client is using Professional edition. But our managed release package has a Process builder with APEX invocableMethod in it. Professional Edition will not allow any Apex ...
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10 views

Issue with Time-based Workflow and Process Builder on same field on a record

I have a Date field (Date X) on an object A and object B has a lookup to Object A. There is a time-based workflow to fire 30 days after Date X which performs two field update 1. Update a field(...
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1answer
30 views

Updating Record Name (auto-generated) using Process flow

I am working on a Developer edition. I have a custom object with an Auto-generated Record Name field. I am trying to update this field with some prefix text to make it more meaningful for the record. ...
2
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1answer
40 views

Platform Events + Process Builder + Apex with @future method

I'm running into an issue with too many future calls when handling Platform Events with a Process Builder that uses an invocable Apex class. Basic setup is 2 processes: The first publishes an event ...
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1answer
28 views

How to send email alert every 7 days using workflows? [on hold]

I need to send an email to approver 7 days after the initial email is sent out and every 7 days after until the request is approved. On the 3rd attempt please start copying the approver's manager. How ...
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1answer
20 views

How to get current logged in user id and match against a field? [on hold]

I am creating a process using process builder. I would like my action to be triggered when a certain condition is met on a custom object I have. The condition is that: If the current user logged in ...
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1answer
29 views

Process Builder scheduled action changed - Time for Actions to Execute

I have a process builder in a custom object called Grant_Report__c. Over there, if an email field is filled, I have a scheduled action to send an email 30 days before the Due_date__c field (it is a ...
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1answer
18 views

Process builder - Create child records using the parent record id

I am creating a child record on creation of lead using Process builder. This works except that it cannot take the parent record id into child record. This is always blank. Is there a way we can ...
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1answer
19 views

Should a scheduled action execute with criteria DateTime in the past greater than NOW()+2

If a decision criteria has a rule like this: [CustomObject__c].Send_DateTime__c >= NOW()+2 And the value of Send_DateTime__c is Nov 9th (i.e. a value which makes the Immediate action execute) ...
3
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1answer
39 views

How can I figure out which branch of a Process Builder/Flow relates to the Current Element 'myWait_myRule_20'

The Flow setup page contains a list of Paused and Waiting Interviews One of the columns is Current Element for example: myWait_myRule_20 How can I match that to a branch of the Process?
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17 views

How to get process/flow property values when in Salesforce Process Builder

Is it possible to get any of the values for these Process/Flow properties: Flow Version Current Flow Version Flow Interview Guid Interview Id Flow Name (i.e. 00002463) From within Process Builder? ...
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1answer
27 views

Do Process Builder Scheduled Actions re-evaluate the criteria before firing?

If I have a set of criteria in the blue diamond: Status = Sent Person = X Room = Y And there are some immediate actions and 3 Scheduled Actions that happen at 24, 46 and 48 hours after a date-time ...
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23 views

Running a Process when a Lead is converted - several problems

My intention is that when the convert button is hit on a Lead, the associated Opportunity will have several Opportunity Products added to it. These Products are already defined in the system, and ...
2
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1answer
16 views

Will remaining scheduled action fail if an earlier scheduled action fails?

Based on the process below: If the 4th scheduled action throws an exception, will the 5th scheduled action still fire later?
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0answers
21 views

ISCHANGED trigger in PB

There is some weird behavior going on with a fairly basic Process Builder setup. There are 5 (working) nodes that only react on Case Status update and are set to be executed only when the specific ...
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1answer
33 views

Looping Flow Error

Here's my Flow: enter image description here & here's my Error: Error element myRule_1_A1 (FlowRecordUpdate). The flow tried to update these records: null. This error occurred: LIMIT_EXCEEDED: ...
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0answers
19 views

Flow Error on Process Builder - Process Builder cannot handle null on cross object on formula criteria

In my Org we require Case agents to attach a Contact via Contact ID lookup field to case if one is already available. This Contact ID will already have a MailingState present on the Contact record. ...
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17 views

How do I use Process Builder to populate a text area from a list?

I have a custom object in which I'd like to build a text area with concatenated values from a list of products, without using an Apex trigger (if possible). My custom Object, CourierBooking__c, ...
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1answer
13 views

Escalate case using business hours

We are using process builder to escalate a case and send email notifications to specific queues. The escalation works using scheduled actions...i.e. after 1 hour send email, after 2 send another email ...
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17 views

Question Object in Process builder

I am trying to create a process builder process on Question Object. https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/api/sforce_api_objects_question.htm But I can't find the ...
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17 views

Auto generate related record with Flow

I have 2 custom objects: (example) Cookies ( Name, Type(picklist),Description, Country production) Nutritional values (Name, Description, Related field (Cookie)) When I created a new cookie record ...
2
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1answer
18 views

Process Builder Scheduled Action - will the schedule update if it's based on a date on a parent Record?

I've got a scheduled action that sends an email a day after a date that is managed on a field on a parent record to the record that fires the process. To further complicate it, one of the criteria to ...
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1answer
26 views

Creating Cases Object Automatically Based on Current Date [closed]

I am attempting to set up logic that will run and create a Salesforce case if the current date equals either June 1st or October 1st. I've been looking at process builder as one solution, but am ...
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20 views

Invocable Process builder: Prior value

Our org has far too many processes running on the lead object. I think we have 20 or so. I have been told it is better to have a "trigger" process builder that invokes the other process builders. So ...
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1answer
16 views

Need solution on Child to parent if Parent values is changed to something else

I have a requirement where My custom Object(Market__c) is lookup of Account . Whenever my Account type value is changed from Inactive to Active I Need to capture current date to(Captureaccount__c) ...
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1answer
22 views

Update users field on account using workflow or process builder

I have one field on user (Employee Number). Whenever the status of the account (Status__c) change to 'permanant'. I need to capture the employee Number in one of the account field ,who will chnage the ...
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31 views

How To Update Records Related Through Child Junction Object Without Code

I have a series of objects which are Master Detail. Based on Criteria of when each object should be active I'm deactivating or activating Master & Detail records through Process Builder. This all ...
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1answer
45 views

How to get current logged in user id in process builder

I am creating a process builder that will publish an event using platform events. I want the process builder to publish an event only when: The currently logged in user has the same ID as one of the ...
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2answers
99 views

How to perform field update before a Validation Rule? (without code)

I have a requirement in which I have to check a Cases Owner before I can insert a task. It should only allow task creation on Cases with Owners which are not queues. At first, we tried accessing the ...
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1answer
34 views

Using Process Builder to set Date field on Contact upon sending Mass Email

So far, I have attempted to build several processes to achieve this using the Process Builder. None of the processes are completing, or firing for all I know, because I don't get an error message if/...
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2answers
21 views

How do I get a formula with a Date/Time data type?

The formula expression is invalid: Formula result is data type (Date), incompatible with expected data type (Date/Time). I tried TODAY()
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1answer
17 views

Automation process based on count roll-up summary field

I have an automation process based on the returned value from a count roll-up summary field. For instace I have two statuses. Primary status Secondary status Let's say the user creates two records. ...
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2answers
50 views

Illegal assignment from Object - Decimal

public class CountryrealignUpdate{ @InvocableMethod public static void NewcountyUpdate(List<id> countyIds){ Map<Id, New_Company__c> NewCompanyId = new Map<Id, ...
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1answer
34 views

How to create a flow that runs through each contact on the task, and adds them to the campaign members [closed]

Business requirement A process that starts a flow A flow that runs through each contact on the task, and adds them to the campaign. Campaign Members created in this way should have their own special ...
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2answers
23 views

Date/time field cant be selected in scheduled action in Process Builder

I have a custom object with a custom date/time formula field. When I try to select this field in the processbuilder the field does not show up. Am I missing something? See image
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1answer
23 views

Any way to find a Process Builder that I Deleted?

Is there any way to find a Process Builder Process that I deleted? Like some 15 hour rule where I can find things I deleted that I shouldn't have?
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1answer
27 views

Salesforce Territories

I'm brand spanking new to Salesforce. Helping a friend with some of her accounts and I'm learning as I go. She wants me to find a way to make her assignment rules for her territory fields work. ...
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1answer
24 views

Process Builder Error

When assigning a Case from a User to an Queue, I receive an error related to a Process Builder. This Process Builder is set to fire if the Owner User Country is not country X. This Process ...
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0answers
24 views

Indirectly reference users in workflows, process builder, etc

What are our options for abstracting away references to user accounts in Workflows and process builder flows? I have consultants delivering to me workflow metadata that hardcodes user emails or user-...
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0answers
20 views

Cannot stop flow or process builder from firing based on the ID of the person creating the record

enter image description hereI've tried formulas and conditions in process builder as well as decision elements in the flow, but cannot get them to not fire based on who created the record. I am ...
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1answer
12 views

Sending two different email alerts based on Sales orders

I am trying to create a process builder rule that does the below. When a new sales order is created - Send out a new email alert template. If the order quantity is changed - Send out an updated SO ...
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2answers
20 views

Regarding scheduled actions in process builder

I have a requirement to send an email after x days when status changes to y Meanwhile if the status has changed to another value ,can i stop the scheduled email delivery after x days ? I am using ...
0
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1answer
21 views

Process Builder Attachments

-We use email to case. -A case is closed if completed -We have an existing process builder that creates a new case if a customer happens to send another email to the closed case. - This process ...
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0answers
11 views

Process Builder not executing with My Email to Salesforce

Looking for a way to get a process builder to execute when I forward an email to "My Email to Salesforce". I think the following article is related to my issue - process builder cannot pick up when ...
2
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1answer
26 views

Salesforce Email Send as Trigger in Process Builder

Wondering if it is possible to update a lead's status to "Contacted" after an email is sent. I have set up a process that updates the lead status every time a completed task is created or edited (...
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1answer
71 views

Flow Error: If that user is inactive, the interviews can't resume

Background An employee recently left the company and their Salesforce user was set to inactive, and I received this error message: Every waiting flow interview has an associated user — the person ...
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1answer
21 views

Workflow and Process builder field update [closed]

Can anybody please clarify the Difference between the Workflow field update and Process builder field update? (field update through process builder vs field update through workflow)
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1answer
21 views

Record deletion when a field updates with time delay

I have a field type checkbox and I want a related record to be deleted when this check box is checked, however the deletion should happen 6 months after the checkbox is updated, how to do that? In ...
2
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1answer
73 views

Getting System.FinalException: Record is read-only when PB calls an apex class

I am getting this error whenever my Process builder calls an Apex Class. I'm not sure if this is allowed so I'd like to ask for your input. So basically, my Process Builder is in the Case object and ...
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1answer
32 views

Error Occurred During Flow Emails

How do I tell Salesforce to send 'Error Occurred During Flow' emails to specific Users?